Making sound financial decisions for another person can be very overwhelming for even the savviest caregiver, particularly when it comes to health care. And, while selecting the ri[...]
A couple of childhood sweethearts, who were married and lived in the same neighborhood they were raised in, celebrated their fiftieth wedding anniversary by visiting their old high[...]
Whatever happens in the world, have enough to navigate through the storms. This is the root of my parents’ three money management tips (see below). As proud immigrants to thi[...]
Managing our own money is challenging enough let alone trying to untangle the woven webs of our loved ones' finances that must be done sooner than later.[...]
I have been thankful for a long time that I was born toward the end of the baby boom generation. With few exceptions (such as the financial mess we’re in), I believe the lead[...]
It seems lately, the harder you work to save for retirement, the less you actually have. When will the market stop declining? How can you manage to keep track of your investments w[...]
Today’s issue of Market Watch offers a postscript to our earlier article, Caregivers Nearing Retirement: Unexpected Outcomes. Read the above before reading today’s arti[...]
Reflecting on the precipitous and historic drop in our markets Thursday, May 6th (conjectures aplenty; cause yet unknown, but I was there!), I am reminded once more of the negative[...]
What happens when you’re stuck with two homes and can pay the mortgage on only one? Just as John and Susan’s new Colorado home was almost ready for them to move in, they face[...]
As a thirty-plus year investor, I am disturbed by discussions with some very dear friends, recently. Their experience multiplied 100,000 fold contributes to America’s rocky future.[...]
Obama’s policies—a cure for an ailing nation or a set-up for extinction? If your experience has been anything like mine, you’ve been involved in many discussions about [...]
